GameStop Is Extreme Deep Value
GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store economics.
Monday, September 21, 2026
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From X
mavix on X
I just published my Earnings Update about the Q1 2026 of Evolution $EVO $EVVTY. You can find it in the Portfolio section of the blog :) https://t.co/QXlBS93lji
ToffCap on X
What did I tell you guys 100 times?? Wait until we're finished doing the works! $RDCM https://t.co/15NpmF6Ytc https://t.co/2l52A8yhZ3
Fierce_beast on X
@ramahluwalia how much are you investing in $acn as a % of your book?
Tim Eriksen on X
Solitron Devices $SODI releases preliminary Q4 results. Annual meeting this Friday. https://t.co/89tXyZdnYY
Laughing Water Capital on X
@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 4/x) i'd bet RFID would drop their objections to $NN's plan in exchange for licensed status in 907-918 (or 908-917Mhz). Seems like a fair compromise to provide terrestrial backup to GPS in the U.S. for free.
Laughing Water Capital on X
@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 2/x) remember $NN does not want 907-918 MHz. RFID signal is strongest at 915. Europe and China both use ~9 MHz for RFID, with restrictions on power and listen before talk. Why is 11 MHz that includes 915 (9 w/ blockers) not enough for RFID in the US? https://t.co/U9xEpNXW22
Laughing Water Capital on X
@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 1/x) agree- same objectors in different clothing. We need real world tests to prove/disprove interference - $NN has been calling for those tests for 2 years b/c they know the answer. An NPRM can force testing. The real question though is why does RFID need 902-928 MHz?
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $454MALM $4B
- Akre Capital Management, LLC Q3 2026 AMT $78BMA $496B
- Bristlemoon Capital Q3 2026 SNDK $276B
- Protean Funds August 2026 BVNKF $2.6BSUSRF $262M
- Janus Henderson Investors July 2026 KLAC $246BMCK $100B
- Asset Value Investors Ltd July 2026 4549 $501M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.3B
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